+269.3%
C vs BLK
+68.4%
+200.9%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.9% | +1.2% | +0.6% |
| 7D | +3.2% | -2.4% | +5.6% | +4.9% |
| 30D | +1.3% | -3.1% | +4.4% | +3.4% |
| 3M | +3.1% | +10.7% | -7.6% | -4.7% |
| 6M | +29.6% | +15.9% | +13.7% | +15.1% |
| YTD | +19.0% | +4.0% | +14.9% | +14.2% |
| 1Y | +45.6% | +1.3% | +44.4% | +42.4% |
| All | +269.3% | +68.4% | +200.9% | +147.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded BLK wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling